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Aditya Birla Sun Life Short Term Direct Fund Dividend Quarterly-0.01%

11.19%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Short Term Direct Fund Dividend Quarterly

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.43%
NAV11.10 (27 Nov 2020)
Fund Started01 Jan 2013
Fund Size8,135 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.2%
9.3%
9.3%
9.8%
Category Average
8.8%
6.5%
7.1%
-
Rank Within Category
3
6
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.42%
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    6. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Bihar StateOthersSDL2.2%
    GOISovereignGOI Sec2.1%
    Reliance Industries Ltd.EnergyNCD2.1%
    GOISovereignCGL2.0%
    REC Ltd.FinancialDebenture1.8%
    Odisha StateFinancialSDL1.7%
    GOISovereignGOI Sec1.7%
    Reliance Industries Ltd.EnergyDebenture1.6%
    GOISovereignCGL1.6%
    Power Finance Corpn. Ltd.FinancialNCD1.6%
    See All

    Fund Managers

    Maneesh Dangi
    keyboard_arrow_down
    Kaustubh Gupta
    keyboard_arrow_down
    Mohit Sharma
    keyboard_arrow_down

    Aditya Birla Sun Life Short Term Direct Fund Dividend Quarterly Details

    Aditya Birla Sun Life Short Term Direct Fund Dividend Quarterly is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Maneesh Dangi, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Short Term Direct Fund Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹8,135 Cr and the Latest NAV as of 27 Nov 2020 is ₹11.10.

    The Aditya Birla Sun Life Short Term Direct Fund Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is set to 1000.

    Investment Objective

    The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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